+1,314.2%
AAOI vs PEG
+36.3%
+1,277.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | -0.2% | -0.9% | +0.7% | +0.4% |
| 30D | -23.7% | -3.7% | -20.0% | -22.0% |
| 3M | -39.0% | -7.3% | -31.7% | -36.8% |
| 6M | -17.0% | -10.5% | -6.6% | -12.4% |
| YTD | +202.2% | -7.5% | +209.7% | +213.4% |
| 1Y | +292.4% | -8.7% | +301.1% | +310.8% |
| 3Y | +804.4% | +31.4% | +773.0% | +805.2% |
| All | +1,314.2% | +36.3% | +1,277.9% | +1,366.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PEG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling